Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $632,428 | $85,766+637.4% | $136,298+364.0% | $70,126+801.8% |
| Participation rate | 0.0% | 74.2%-74.2pp | 81.9%-81.9pp | 69.5%-69.5pp |
| Annual return | 11.62% | 31.46%-19.8pp | 5156.27%-5144.7pp | 73.15%-61.5pp |
| Employer contribution / active EE | $3,604 | $2,966+21.5% | $4,696-23.2% | $2,343+53.8% |
| Participant deferral / active EE | $2,545 | $5,051-49.6% | $6,247-59.3% | $3,332-23.6% |
| Admin fee / account holder | $23,716 | $5,421+337.5% | $9,244+156.6% | $4,645+410.5% |